See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,239 | $185,822-89.1% | $169,993-88.1% | $139,434-85.5% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 31.30% | 60.50%-29.2pp | 53.37%-22.1pp | 372.94%-341.6pp |
| Employer contribution / active EE | $1,941 | $7,590-74.4% | $6,785-71.4% | $4,751-59.2% |
| Participant deferral / active EE | $5,302 | $11,622-54.4% | $10,408-49.1% | $6,710-21.0% |
| Admin fee / account holder | $583 | $15,381-96.2% | $12,815-95.5% | $11,403-94.9% |